3 U.S. Consumer Discretionary Stocks With Earnings Growth Investors Should Watch

The latest jobs report shows solid August hiring and wage growth, which keeps consumer paychecks flowing just as the Federal Reserve leans more hawkish. That mix of steady spending power and higher rate expectations can reward some U.S. Consumer Discretionary stocks while making others feel the squeeze. This article breaks down three stocks exposed to this news so you can judge which stories best fit your own playbook.

The stocks in the list below are just a starting sample, and the full screen surfaced 29 more U.S. Consumer Discretionary companies with equally compelling narratives that are not covered here. If you want to quickly identify your own highest conviction ideas from this broader group, head straight into the U.S. Consumer Discretionary Stocks screener.

J.Jill (JILL)

Overview: J.Jill is a U.S. based omnichannel retailer focused on women’s apparel, footwear and accessories, selling through its own stores, ecommerce site and catalogs under the J.Jill, Pure Jill, Wearever and Fit brands, which ties it closely to discretionary spending that moves with wages and employment trends.

Operations: J.Jill generated US$587 million of revenue from its retail and direct channels in the United States.

Market Cap: US$290 million

J.Jill gives you exposure to U.S. women’s discretionary fashion at a time when solid jobs and wage data are keeping its core customer funded, yet the stock still trades on a lower P/E than many specialty retail peers. The company has turned profitable in recent years and analysts expect strong earnings growth, helped by omnichannel investments and tighter inventory control, even though recent results show pressure on sales, margins and Q1 2026 earnings. At the same time, meaningful insider selling, a funding mix tilted to higher risk liabilities and a relatively new management team all ask you to scrutinize execution and balance sheet discipline before leaning into the story.

J.Jill’s lower P/E and recent move into profitability could be masking a sharper story about execution risk and balance sheet pressure, so it is worth scanning the 3 key rewards and 2 important warning signs

Haverty Furniture Companies (HVT)

Overview: Haverty Furniture Companies is a U.S. specialty retailer focused on residential furniture and home accessories, selling mid range and premium pieces under the Havertys brand through showrooms and its website. As part of the consumer discretionary furniture category, its sales are closely linked to household income, confidence and big ticket spending decisions.

Operations: Haverty Furniture Companies generates all of its US$780 million in revenue from home furnishings retailing in the United States.

Market Cap: US$430 million

Haverty Furniture Companies provides targeted exposure to U.S. home furnishing demand at a time when solid jobs and wage data are supporting consumer incomes, and recent results show higher sales and net income through the first half of 2026. Analysts are expecting faster earnings growth than the wider market, supported by omnichannel investments, supply chain diversification and ongoing share buybacks that have already retired more than 6% of the share count. However, furniture is a cyclical purchase tied to housing activity, the company relies on a large showroom footprint and external borrowing, and insiders have been selling stock. For investors seeking exposure to a potential consumer discretionary recovery with clear trade offs, Haverty Furniture Companies may warrant closer research.

Haverty Furniture Companies is quietly reshaping its showroom and online footprint while buying back stock. Yet the real story sits inside the 3 key rewards and 2 important warning signs

Zumiez (ZUMZ)

Overview: Zumiez is a youth focused specialty retailer of apparel, footwear, accessories and boardsports gear, selling mostly discretionary fashion through its Zumiez, Blue Tomato and Fast Times banners and related ecommerce sites. It targets young customers whose spending tends to move with wage growth and employment, which ties the stock closely to U.S. consumer discretionary trends.

Operations: Zumiez generates about US$938 million of revenue from retail apparel and related products, with around US$713 million from the United States and the rest from Canada, Europe and Australia.

Market Cap: US$299 million

Zumiez provides direct exposure to youth discretionary spending at a time when solid U.S. jobs and wages are supporting retail demand. The company is leaning into higher margin private label, digital engagement and experiential stores to lift profitability. Earnings growth forecasts are strong relative to modest 2% revenue growth expectations, which indicates potential margin improvement if execution holds. A clean balance sheet, supply chain diversification and ongoing share buybacks all work in shareholders’ favour. However, weak international performance, intense competition and a CFO transition announced in June 2026 add execution risk. For investors considering whether the current P/E and analyst optimism are justified, Zumiez requires a closer look at the trade off between earnings momentum and these pressure points.

Zumiez appears to be an earnings story that may be decoupling from its modest 2% revenue growth. The real question is what the analyst forecasts for Zumiez is signaling about that shift and the risk around it.

Seeking Fresh Alternatives Beyond These Stocks

Markets move fast and the next breakout, momentum shift or sharp drop can be caught only while it matters. Scan fresh ideas that are under the radar for now and get in early.

• Spot opportunities that combine healthier balance sheets with real earnings power by running a focused search through the list of solid balance sheet and fundamentals (52 results).
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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